Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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Our Latest News

Investment Commentary: Monthly Bulletin December 2018

January 3, 2019
December proved to be another torrid month for markets with global equities selling off sharply, compounding a miserable year for investors. Read more

Coping with care costs in retirement

December 20, 2018
You’ve probably not thought about the cost of care in later life, but it’s becoming an increasingly important part of retirement planning. Read more

The 12 (financial planning) days of Christmas

December 20, 2018
As festive period approach, take a look at our own take on the 12 days of Christmas. Read more

Investment Commentary: Monthly Bulletin November 2018

December 3, 2018
Markets consolidated their levels in November after a painful period that’s now being dubbed “Red October” Read more

Meet the team
Independently owned and run

What is
Discretionary Investment Management?

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UPDATE

12 things to think about when you inherit money

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Video Library
Your questions answered

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Useful Resources

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey